Skip to main content Scroll Top

Client Center

Welcome to the client center

We welcome our clients to login to their Strongbox Wealth client portfolio & planning portal and Charles Schwab & Co. online access by clicking the links below.

Client Portfolio & Planning Portal

Online Access

Disclosure Documents

Stay updated on our news & commentary

What is a Fiduciary
16 Apr: What is a Fiduciary?

At StrongBox Wealth, we uphold the highest standard of care when managing your wealth because you deserve nothing less. As fiduciary advisors, we are legally and ethically bound to act in your best interests at all times. But what does that truly mean?

Market Uncertainty
08 Apr: Market Uncertainty and the Anatomy of Animal Spirits

In recent days, the U.S. stock market has experienced a steep decline and significant price volatility, with the broad market S&P 500 index falling over 10%. We want to share context, offer our perspective, and provide guidance during this period of volatility.

Municipal Bonds - The Merit of Tax-Free Income
27 Feb: Municipal Bonds – The Merit of Tax-Free Income

Municipal bonds (“munis”) are debt obligations issued by state and local governments or their agencies to fund public projects such as schools, highways, and infrastructure. These fixed income securities provide investors with a unique combination of tax free fixed income and capital preservation.

Year-End Tax Tips Thumb Nail
11 Dec: Year-End Tax Tips

Enhancing Online Security – Guidance From StrongBox Wealth During Cybersecurity Awareness Month

brenden ellis

Brenden Ellis is a Wealth Advisor at StrongBox Wealth, where he works with individuals, families, and business owners to make thoughtful financial decisions with clarity and confidence. His work centers on retirement planning, tax-aware investment strategy, and long-term wealth planning, helping clients align their financial resources with their personal and professional goals.

A native of Lee’s Summit, Missouri, Brenden began his career in 2021 in Commerce Bank’s commercial lending training program. He later became a Healthcare Relationship Manager in Kansas City, specializing in physician practices. Through that role, he gained deep experience in physician equity structures, practice financing, and real estate lending. Working closely with medical professionals shaped his understanding of the complex financial lives of high-earning specialists and ultimately led him to transition into private wealth advising.

Brenden earned his Bachelor of Science in Finance from Iowa State University. He currently serves on the Board of Directors for Saint Luke’s East Hospital and lives in Prairie Village, Kansas with his wife, Nicole, and their dog, Theo.

Outside of work, Brenden enjoys racing triathlons and other endurance events, along with cheering on the Kansas City Chiefs and Iowa State Cyclones.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.